JWM
MRSH

JGP Wealth Management’s Marsh MRSH Stock Holding History

JGP Wealth Management’s Portfolio MRSH Stock Details MRSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$966K Buy
5,797
+395
+7% +$66K 0.09% 108
2026
Q1 		$937K Sell
5,402
-146
-3% -$26.2K 0.1% 107
2025
Q4 		$1.03M Buy
5,548
+388
+8% +$72.5K 0.11% 109
2025
Q3 		$1.03M Buy
5,160
+126
+3% +$25.9K 0.11% 103
2025
Q2 		$1.1M Buy
5,034
+68
+1% +$15.4K 0.13% 90
2025
Q1 		$1.21M Buy
4,966
+65
+1% +$14.7K 0.16% 81
2024
Q4 		$1.04M Buy
4,901
+146
+3% +$32.4K 0.13% 93
2024
Q3 		$1.06M Buy
4,755
+254
+6% +$56.4K 0.14% 85
2024
Q2 		$948K Buy
4,501
+169
+4% +$34.7K 0.14% 82
2024
Q1 		$892K Sell
4,332
-146
-3% -$29.1K 0.13% 90
2023
Q4 		$848K Sell
4,478
-77
-2% -$14.9K 0.13% 96
2023
Q3 		$867K Sell
4,555
-52
-1% -$9.97K 0.15% 88
2023
Q2 		$866K Sell
4,607
-90
-2% -$16K 0.14% 86
2023
Q1 		$782K Buy
4,697
+24
+0.5% +$4K 0.14% 85
2022
Q4 		$773K Sell
4,673
-5
-0.1% -$818 0.14% 87
2022
Q3 		$712K Sell
4,678
-110
-2% -$17.6K 0.15% 87
2022
Q2 		$755K Sell
4,788
-55
-1% -$8.81K 0.15% 83
2022
Q1 		$836K Sell
4,843
-553
-10% -$87.2K 0.15% 82
2021
Q4 		$889K Buy
5,396
+963
+22% +$160K 0.17% 81
2021
Q3 		$671K Buy
4,433
+346
+8% +$52.3K 0.15% 87
2021
Q2 		$575K Buy
4,087
+702
+21% +$94.1K 0.12% 93
2021
Q1 		$412K Buy
3,385
+186
+6% +$21.4K 0.09% 108
2020
Q4 		$357K Buy
3,199
+619
+24% +$70.3K 0.08% 110
2020
Q3 		$296K Buy
2,580
+496
+24% +$56.8K 0.08% 107
2020
Q2 		$227K Buy
+2,084
New +$211K 0.07% 117

Other funds holding MRSH

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

JGP Wealth Management's MRSH Position: Q2 2026 in Review

JGP Wealth Management increased its Marsh (MRSH) stake by 7.3% in Q2 2026, buying an estimated $66K and bringing the position to 5,797 shares worth $966K. The position accounts for 0.09% of the portfolio, ranked #108.

JGP Wealth Management first reported a position in MRSH in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.21M in Q1 2025. 454 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • JGP Wealth Management held 5,797 shares of Marsh worth $966K as of Q2 2026.
  • JGP Wealth Management bought 395 Marsh shares in Q2 2026, an estimated $66K.
  • Marsh made up 0.09% of JGP Wealth Management's portfolio in Q2 2026, its #108 holding.
  • JGP Wealth Management first reported a position in Marsh in Q2 2020 and has held it in 25 quarters since.
  • JGP Wealth Management's Marsh position peaked at $1.21M in Q1 2025.
  • 454 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.